Independent Wealth Network Inc. Vanguard Whitehall Fds (Vangua Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Independent Wealth Network Inc. holds 18,136 shares of VYM stock, worth $2.4 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

18,136

Previous 17,927 1.17%

Holding current value

$2.4 Million

Previous $2.3 Million 0.65%

% of portfolio

0.99%

Previous 1.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$126.68 - $134.74 $26,476 - $28,160	209 Added 1.17%	18,136 $2.31 Million
Q3 2024 Oct 15, 2024	BUY	$117.9 - $128.2 $39,850 - $43,331	338 Added 1.92%	17,927 $2.3 Million
Q2 2024 Jul 18, 2024	BUY	$114.71 - $121.51 $19,730 - $20,899	172 Added 0.99%	17,589 $2.09 Million
Q1 2024 May 20, 2024	BUY	$109.98 - $120.99 $1.92 Million - $2.11 Million	17,417 New	17,417 $2.11 Million
Q4 2023 Jan 12, 2024	SELL	$98.71 - $111.84 $34,054 - $38,584	-345 Reduced 2.21%	15,292 $1.71 Million
Q3 2023 Oct 11, 2023	BUY	$103.32 - $110.34 $57,135 - $61,018	553 Added 3.67%	15,637 $1.62 Million
Q2 2023 Jul 12, 2023	BUY	$101.36 - $107.68 $125,179 - $132,984	1,235 Added 8.92%	15,084 $1.6 Million
Q1 2023 Apr 18, 2023	BUY	$100.82 - $111.44 $58,374 - $64,523	579 Added 4.36%	13,849 $1.46 Million
Q4 2022 Jan 25, 2023	BUY	$96.14 - $113.15 $32,110 - $37,792	334 Added 2.58%	13,270 $0
Q3 2022 Oct 17, 2022	BUY	$94.88 - $110.28 $17,932 - $20,842	189 Added 1.48%	12,936 $1.23 Million
Q2 2022 Jul 26, 2022	BUY	$99.2 - $114.57 $57,932 - $66,908	584 Added 4.8%	12,747 $1.3 Million
Q1 2022 Apr 20, 2022	BUY	$107.24 - $115.01 $190,029 - $203,797	1,772 Added 17.05%	12,163 $1.37 Million
Q4 2021 Feb 10, 2022	SELL	$104.33 - $112.16 $7,616 - $8,187	-73 Reduced 0.7%	10,391 $1.17 Million
Q3 2021 Nov 04, 2021	BUY	$102.3 - $108.36 $1.07 Million - $1.13 Million	10,464 New	10,464 $1.15 Million

Others Institutions Holding VYM

# of Institutions

1,866

Shares Held

189M

Call Options Held

1.89M

Put Options Held

394K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Independent Wealth Network Inc. Vanguard Whitehall Fds (Vangua Transaction History